Key Points Google Cloud revenue grew 63% year over year, marking the segment’s third straight quarter of accelerating growth. Capital expenditures more than doubled, driving free cash flow sharply lower. After a sharp rally, the stock now commands a price-to-adjusted earnings ratio in the thirties. 10 stocks we like better than Alphabet › It’s not … Read more
Why Spotify Stock Plummeted This Week
The whipping post
Key Points Spotify’s sales grew 8%, and its free cash flow spiked 54% as margins continued to improve. However, slowing premium subscriber growth and disappointing advertising sales led to the stock’s decline this week. Spotify may be more of a steady-Eddie compounder than a true growth stock these days, but it still offers outperformance potential, … Read more
GM or F: Which Stock Has An Upper Hand Post Q1 Earnings Release?
The whipping post
When it comes to iconic American automakers, General Motors GM and Ford F remain two of the industry’s strongest pillars. Both companies delivered stronger-than-expected first-quarter 2026 earnings, raised guidance, and benefited from tariff refunds. While the headline beat may look encouraging, is it enough to justify fresh investments? Or do near-term risks still cloud the … Read more
Nvidia, AMD, and Other AI Chip Stocks Are Swooning. Blame OpenAI.
Key Points Reports of slowing growth at OpenAI have taken down a wide swath of AI chip stocks. Fears of an AI bubble have once again stolen the spotlight. Data suggests that increasing competition is siphoning away some of OpenAI’s growth. 10 stocks we like better than Nvidia › Monday, the stock market was on … Read more
Is There Too Much Hype Baked Into Nvidia's Stock?
Key Points Nvidia (NASDAQ: NVDA) is the largest company in the world, with a market cap hovering around $5 trillion. The next largest is Alphabet, sitting at $4.1 trillion. That’s a sizable lead on its nearest megacap peer, and many have said that Nvidia has become overvalued due to the hyped and Wall Street fervor … Read more